Culley Wayne Casey

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Santa Rosa, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2005-02-04 → 2009-06-01
  Citigroup Global Markets Inc.
  San Rafael, CA
  San Rafael, CA
• 1998-11-02 → 2005-02-07
  Morgan Stanley Dw Inc.
  San Rafael, CA

Other Businesses

*480795 - Ole Interntional Foods; Investment related No; Boise, Idaho; Restaurant/Bar/Nightclub; Officer (proprietor, partner, officer, director, employee, trustee, agent); 07/2022; During business hours: 3; After business hours: 0; Administrative *557609- Casey Investments LLC; Investment related -No; Boise, Idaho; Ownership Grop; Officer (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 2; After business hours: 3; Administrative, Business Development/Growth, Investment Decisions/Advice

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-12-08